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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,240 | $121,677-88.3% | $104,625-86.4% | $158,966-91.0% |
| Participation rate | 20.0% | 77.5%-57.5pp | 74.1%-54.1pp | 82.0%-62.0pp |
| Annual return | 24.42% | 465.58%-441.2pp | 340.60%-316.2pp | 302.95%-278.5pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $799 | $4,175-80.9% | $3,738-78.6% | $5,983-86.6% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |